Investors' Chronicle

01/10/2025

Join us on 11 November for our webinar "Integrating alternatives: Strategies for portfolio diversification" - in partnership with Moonfare 🤝

Attending this webinar will help you;
- Gain clarity on private markets and their role in a portfolio
- Understand practical strategies for confident investing
- Improve awareness of risks and pitfalls to avoid

Don’t miss insights from our panel of experts!

Register your free place - https://privatemarkets.investorschronicle.co.uk?utm_medium=social&utm_source=facebook&utm_campaign=ic-moonfare-webinar

17/07/2025

The number of stocks listed in London is dwindling, and investors are feeling the pain, constantly being advised to look east or west. Our new ‘Global Ideas’ feature combines our best-performing stock screen with our in-depth analysis, giving readers a consistent stream of new stocks to boost their portfolio. We kick off with a Chinese tech stock whose fast-growing fundamentals have caught Alex Newman’s eye. Find out more here:

Our global momentum screen likes the fast-growing tech firm Xiaomi. We take a closer look

16/07/2025

Calculations from The Pensions and Lifetime Savings Association and suggest that you need around £31,000 a year as a single person in retirement, assuming you've paid off your mortgage. Are you ready? In the sixth episode of Women and Wealth, Val Cipriani and Madi Apthorpe navigate you through the world of pensions. Check it out now, available on all major podcast platforms.

13/07/2025

Market volatility should allow professional stockpickers to shine, but are they succeeding? And in which markets? Holly McKechnie finds out.

Market volatility allows professional stockpickers to shine, but are they succeeding?

12/07/2025

Maternity leave can mean your money is tight, but pensions and money expert Alice Guys lays out why you should still try to keep up your pension payments - and what your employer must do to help. Watch Women and Wealth now for more tips on what to think about with your finances when you're on maternity leave. Available everywhere now.

12/07/2025

Our reader has a good salary and cash to invest but needs to find the best tax and investment strategy. Holly McKechnie takes a look.

Portfolio Clinic: This reader has a good salary and cash to invest but needs to find the best tax and investment strategy. Holly McKechnie takes a look

11/07/2025

Our Top 50 ETFs list is now in its 12th year and continues to serve the same purpose as it did at the start, highlighting the exchange-traded funds (ETFs) we view as the most useful low-cost building blocks for a portfolio. Dave Baxter refreshes the best-buy list to provide you with new ways to build the best portfolio while keeping an eye on costs. See the full list here:

We unveil our latest selection of portfolio building blocks

10/07/2025

The cruise industry faced its fair share of rough seas thanks to the billions of dollars in debt loaded on board during the pandemic. But with rising passenger numbers, and only more expected on deck in the coming year, smooth sailing is finally in sight. Michael Fahy unpacks everything investors need to know about the rebound and which companies will be first into port.

https://on.ft.com/3GxQti3

Bumper profits are helping to fund expansion as well as debt repayments

23/06/2025

The one thing to come out of last week’s spending review is that the probability of more tax rises in the autumn is rising. At the same time, ways to avoid tax using trusts have become harder, leading wealthy families to find new approaches. Holly McKechnie reports

Read more here:

Should a family investment company be part of your estate planning arsenal?

22/06/2025

There are plenty of studies out there that show the average fund manager can’t beat the index, but we’re not interested in finding the average, are we? Different data points can help savvy investors pick the funds most likely to top the charts, and Dave Baxter finds the most promising managers using a little-known ratio.

Read more here:

One measure of manager talent highlights multiple promising funds

21/06/2025

Principles matter. Investing in a way that does not align with your beliefs might provide better returns, but at what cost? For ethical investors, this mantra has been tested over the past few years, amid poor returns and fund managers reneging on commitments. But for this week’s case study, moving away from an ESG approach is not an option. But, retirement is on the horizon and the couple need a healthy income from their portfolio. Can they do it while remaining principled?

Find out what our experts have to say:

Portfolio Clinic: Our reader wants to stick to his principles, but will it curtail his retirement income? Holly McKechnie finds out

21/06/2025

Splitting matrimonial assets can be complicated, but ensuring you get the right financial settlement is essential to your financial future

Splitting matrimonial assets can be complicated, but ensuring you get the right financial settlement is essential to your financial future